This warning is the second indication of soft demand this month, following reports that Apple instructed suppliers to reduce production for certain parts of the new lineup. However, the foldable iPhone Duo has seen strong adoption, selling out shortly after launch with current delivery wait times exceeding 90 days.
Tuesday, October 20, 2026
Story
Jefferies Warns iPhone 18 Pro Demand Is Weakening
Tech1 day ago
Component orders for Apple's iPhone 18 have fallen by 10% to 15% in China and delivery lead times for Pro models have dropped to zero, according to an analysis from Jefferies. The firm reports that demand for the iPhone 18 Pro and Pro Max is deteriorating, citing shrinking delivery windows and falling resale prices as primary evidence of the trend.
Looking for more context or analysis?
Tilt chat provides reliable, tailored insights, alerts, and automations.